Braun-Bostich & Associates’s Wells Fargo WFC Stock Holding History

Braun-Bostich & Associates’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Sell	2,888 -95	-3%	-$7.63K	0.13%	118
2026 Q1	$237K	Buy	2,983 +296	+11%	+$25.4K	0.15%	106
2025 Q4	$250K	Sell	2,687 -386	-13%	-$33.5K	0.15%	102
2025 Q3	$258K	Buy	3,073 +87	+3%	+$7.05K	0.16%	98
2025 Q2	$239K	Sell	2,986 -453	-13%	-$32.7K	0.16%	104
2025 Q1	$247K	Sell	3,439 -59	-2%	-$4.43K	0.18%	95
2024 Q4	$246K	Buy	+3,498	New	+$239K	0.18%	91
2019 Q2	–	Sell	-276	Closed	-$13K	–	333
2019 Q1	$13K	Hold	276	–	–	0.01%	256
2018 Q4	$13K	Hold	276	–	–	0.01%	246
2018 Q3	$15K	Hold	276	–	–	0.01%	252
2018 Q2	$15K	Hold	276	–	–	0.02%	234
2018 Q1	$14K	Hold	276	–	–	0.01%	242
2017 Q4	$17K	Buy	+276	New	+$15.6K	0.01%	229

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Braun-Bostich & Associates's WFC Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $7.63K and leaving 2,888 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #118.

Braun-Bostich & Associates first reported a position in WFC in Q4 2017 and has held it in 13 quarters since. The position peaked at $258K in Q3 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Braun-Bostich & Associates held 2,888 shares of Wells Fargo worth $239K as of Q2 2026.
Braun-Bostich & Associates sold 95 Wells Fargo shares in Q2 2026, an estimated $7.63K.
Wells Fargo made up 0.13% of Braun-Bostich & Associates's portfolio in Q2 2026, its #118 holding.
Braun-Bostich & Associates first reported a position in Wells Fargo in Q4 2017 and has held it in 13 quarters since.
Braun-Bostich & Associates's Wells Fargo position peaked at $258K in Q3 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.